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Xerox DocuMate 3640 User Manual Download Page 9

Welcome

DocuMate 3640
User’s Guide

vii

Documentation

The following documentation is provided with your scanner: 
•

Quick Install Guide—Abbreviated installation instructions. 

•

Scanner User’s Guide—On the Installation Disc; contains detailed installation, scanning, 
configuration, and maintenance information.

•

Mini-Guides—On the Installation Disc; contains detailed instructions on using the One Touch 
OmniPage module, One Touch VRS module and SharePoint destination link.

•

Readme—Contains the latest information about your scanner and software installation.

•

PaperPort User’s Guide—On the Installation Disc; contains detailed instructions on using the 
PaperPort software.

•

OmniPage User’s Guide—On the Installation Disc; contains detailed feature and configuration 
information for the OmniPage software.

•

QuickScan User’s Guide—On the Installation Disc; contains detailed instructions for using the 
software.

•

Virtual ReScan (VRS) User’s Guide—On the Installation Disc; contains detailed feature and 
configuration information for the VRS software.

•

Online Help—For the scanner configuration, TWAIN and WIA interfaces.

Summary of Contents for DocuMate 3640

Page 1: ...DocuMate 3640 One Touch 4 0 September 2009 05 0791 000 User s Guide...

Page 2: ...rk and SharePoint is a registered trademark of Microsoft Corporation ZyINDEX is a registered trademark of ZyLAB International Inc ZyINDEX toolkit portions Copyright 1990 1998 ZyLAB International Inc A...

Page 3: ......

Page 4: ...lass 22 Scanning Interfaces 23 3 Scanning From One Touch Default One Touch Settings 25 Scan using the Scanner buttons 26 Scan from the One Touch Button Panel 27 Features of the One Touch Button Panel...

Page 5: ...74 Manually set the image size 75 The Ruler Units 75 The Scan Info Box 76 Creating a New Advanced Interface Profile 76 5 Scanning from WIA Fine Tuning Your Scans 79 6 Scanning from ISIS 7 Maintenance...

Page 6: ...DocuMate 3640 User s Guide iv Regulatory Information 108 Compliance Information 109 Illegal Copies 111 EH S Contact Information 114 Index...

Page 7: ...DocuMate 3640 User s Guide v...

Page 8: ...images on your computer Before You Begin Before starting the software installation please check the contents of the box to make sure that all parts are included If any items are missing or damaged co...

Page 9: ...stination link Readme Contains the latest information about your scanner and software installation PaperPort User s Guide On the Installation Disc contains detailed instructions on using the PaperPort...

Page 10: ...scanner is compatible with Service Pack 3 for Windows XP and Service Pack 1 for Windows Vista Windows 2000 and XP Minimum of 512 megabytes MB of internal memory RAM Windows Vista and 7 Minimum of 1 g...

Page 11: ...s Guide ix The Xerox DocuMate 3640 Scanner 3 Paper Guides ADF Cover Release Input Tray Scanner Lock Control Panel 4 1 5 2 Paper Stop Power Switch Output Tray 8 6 7 1 2 3 4 5 6 7 8 9 9 Power Jack 10 1...

Page 12: ...s LED Number Shows the current scan setting for the Scan button Function button Selects the scan setting for the One Touch buttons Press to cycle through the settings Simplex button Press to scan sing...

Page 13: ...Welcome DocuMate 3640 User s Guide xi...

Page 14: ...the messages will differ based on the software your computer is running in each case you should allow the installation to proceed if that option is available Alternatively you can turn off the AntiVi...

Page 15: ...Guide 2 Step 1 Assemble the Scanner 1 Remove the scanner from its protective foam and plastic bag 2 Remove any shipping tape from the scanner input tray and output tray 3 Slide the tray in so the pin...

Page 16: ...am particles that may have gotten inside it Close the scanner cover 5 Swing the input tray up until it snaps into place 6 Plug the ADF cable into the ADF port on the back of the scanner Make sure the...

Page 17: ...y holding it securely in position Lock the scanner when transporting it from one location to another but remember to unlock it before scanning The scanner will not scan when locked 8 When you re finis...

Page 18: ...to use Click OK 4 The disc s Main Menu window opens NOTE If the disc does not start check the following Make sure the disc drive s door is completely shut Make sure the disc was inserted in the drive...

Page 19: ...5 On the Main Menu select Install Products 6 Make sure the boxes for Scanner Driver and Visioneer One Touch are selected 7 Click Install Now NOTE The software provided with your scanner may differ sl...

Page 20: ...Next If you choose not to accept the license agreement the installation will terminate and the scanner driver will not be installed 4 The next window lists the choices of the drivers that you can inst...

Page 21: ...ly when the application is installed 6 A window opens with image quality samples asking you to select an image for your Color Space setting Select the option that looks best to you and click Next 7 ST...

Page 22: ...e power port on the scanner NOTE Only use the power supply HEG42 240200 7L made by HiTron included with your scanner Connecting any other type of power supply may damage your scanner and will void its...

Page 23: ...either connection 6 Turn on the power switch located on the back of the scanner to the left of the power port The status light comes on and flashes indicating that the scanner is receiving power Your...

Page 24: ...return to the Complete the installation by connecting your hardware window To see a quick overview about accessing and navigating the One Touch Button Panel click More 8 Click OK to complete the insta...

Page 25: ...w read the license agreement If you accept the terms select I Agree then click Next If you choose not to accept the license agreement the installation will terminate and One Touch will not be installe...

Page 26: ...h the scanner for our customer service contact information 1 Open an Internet Explorer window or any other internet browser you have installed on your computer 2 In the web address field type www xero...

Page 27: ...folders as you would through the Windows My Documents folder You can reorder the pages in a PDF file and unstack a document so all the pages are resaved as individual files PaperPort also has some bas...

Page 28: ...ax VRS software installation you may see the message SVS001 The VRS installation does not install an ISIS driver for the scanner you selected Please install the ISIS driver packaged with your scanner...

Page 29: ...ne currently installed on your computer 2 Click on View scanner documentation to access the scanner user guide and other documentation related to using the scanner s One Touch features Click on View s...

Page 30: ...eature in the One Touch software to use VRS when scanning This brief Mini Guide explains what the feature is and how to use the VRS settings when creating or modifying a scan configuration The One Tou...

Page 31: ...Installation DocuMate 3640 User s Guide 18...

Page 32: ...screen or using a scanning application NOTE Always remove any staples or paper clips from documents before inserting them into the scanner s Automatic Document Feeder Staples and paper clips can jam t...

Page 33: ...g Documents to Scan DocuMate 3640 User s Guide 20 Scan Documents from the ADF 1 Adjust the paper guide for the width of paper 2 Load the documents face up with their tops into the Automatic Document F...

Page 34: ...40 User s Guide 21 3 To scan a one sided document press the Simplex button To scan a two sided document press the Duplex button 4 A scan progress window opens and the image s are sent to the selected...

Page 35: ...age on the scanner glass face down 3 Align the paper with the arrows on the scanner for the size of paper you are using 4 Close the lid 5 Press the Up or Down Destination Selector buttons to choose a...

Page 36: ...terface The One Touch software is where you configure the settings for the Scan button See Scanning From One Touch on page 25 TWAIN Interface This option uses your scanner s TWAIN interface to scan Se...

Page 37: ...Loading Documents to Scan DocuMate 3640 User s Guide 24...

Page 38: ...ton means that the button is set up to archive the scanned item The scanner sends the scanned image directly to a folder without opening the image first in a Destination Application A question mark fo...

Page 39: ...selected function LED number 1 Load the documents face up with the top of the pages inserted into the Automatic Document Feeder 2 Press the function button to select the scan setting you want 3 To sca...

Page 40: ...utton panel 1 Load the documents face up with the top of the pages inserted into the Automatic Document Feeder 2 Click on the One Touch icon in the Windows notification area at the lower right corner...

Page 41: ...es Red X click to close the One Touch panel The Button View Left click on a Destination Application icon to start scanning Right click on a Destination Application icon to open the One Touch Propertie...

Page 42: ...the Select Format panel 3 Select a scanning configuration in the Select Configuration list 4 Click on OK to save the changes 5 Place a page in the scanner 6 Click on the button that you made the chan...

Page 43: ...ete NOTE If you select a word processing program such as Microsoft WordPad or Microsoft Word that can be used for OCR such as TXT or RTF the text in scanned images is automatically converted to word p...

Page 44: ...hat apply to Transfer to Storage The icon names indicate their file types See Selecting Document and File Format Options on page 42 for more information about the available formats Options tab Display...

Page 45: ...ration The scan configurations are where you select the scanning resolution brightness mode color black white or grayscale and a number of other settings To create a new configuration 1 Scroll through...

Page 46: ...duce larger files for the scanned images Brightness Sometimes an image is scanned with the brightness and contrast set too light or too dark For example a note written with a light pencil may need to...

Page 47: ...of the item being scanned Always use the paper guides on the scanner so the page is not skewed Skewed pages may not crop properly Reduce Moir Patterns Moir patterns are wavy rippled lines that sometim...

Page 48: ...scanning a letter with a red watermark you can choose to filter out the red so the scanned letter just shows the text and not the red watermark Color filter applies to Black White or Grayscale scanni...

Page 49: ...your eyes see as reflected from the image This option is only available when the selected scan mode is Color Gamma is the tone curve and the starting point for image enhancement As you raise or lower...

Page 50: ...age will automatically be cropped around its edges to fit on the page Center image on page The image will be printed in the center of the page instead of at the top left corner Maintain aspect ratio T...

Page 51: ...Click the Storage Layout options you want All documents are in the root The scanned documents are saved in the root of the folder specified in the Storage Location Documents are put into folders by mo...

Page 52: ...so they are not inadvertently deleted That way you will always have the factory settings available If you do delete or edit them and want to get the factory pre sets back again you will need to uninst...

Page 53: ...ndow for that button To set Configure Before Scan 1 Open the One Touch Properties window 2 Select the scan configuration Configure Before Scan 3 Right click on Configure Before Scan and choose an inte...

Page 54: ...an 1 Click Cancel in the scanning progress window 2 The following window will open asking if you want to cancel the entire job Yes Scanning stops and all pages scanned in this batch up to this point w...

Page 55: ...restart the scanning without losing the pages already scanned Selecting Document and File Format Options The format option you select determines the file format of the scanned document Appropriate fo...

Page 56: ...g The PDF format is also used to put multi page documents on web sites as pdf readable files As with the JPG option the PDF format can be reduced in size or quality To select a JPEG or PDF file size 1...

Page 57: ...n the icon to choose the particular file type for that application To select a file type for the text format 1 Select the Destination Application 2 Right click on the text format icon The menu options...

Page 58: ...an invisible text layer for searching Normal PDF The pdf file format used by Adobe Acrobat This format converts scanned text into a PDF with the text ready for editing in a PDF editing program 4 Click...

Page 59: ...plication to use to continue scanning 3 Click Apply then click on the Multi Function tab to see the new settings Global Options Show Progress Window Select this option to display the progress window o...

Page 60: ...perties button A One Touch 4 0 Link Properties dialog box opens for the type of Destination Application you selected and the available options are for that type of application Text Documents Propertie...

Page 61: ...to add to the list When you select the application using the Browse button steps 1 and 2 on the dialog box are automatically filled in and the application icon appears in step 3 4 Select the icon in S...

Page 62: ...on the computer s screen When a computer screen is set to a lower resolution bitmap images with a higher resolution may be too big to fit on the screen Converting the bitmap image to match the screen...

Page 63: ...options you want All documents are in the root The scanned documents are saved in the root of the folder specified in the Storage Location Documents are put into folders by month week or type Folders...

Page 64: ...and find the correct AOL folder Please contact AOL for more information about the folder location in which AOL stores attachments 3 If you need to change your email client or any other internet optio...

Page 65: ...ni guide for detailed instructions To scan with OCR 1 Open the One Touch Properties window 2 Select a text editing program in the Select Destination list then select a text file format in the Select F...

Page 66: ...t scanning using the scanning number you set to scan and burn to a CD The scanner will start scanning When finished the file will be saved to the Windows location for CD files An information bubble wi...

Page 67: ...tination Application You cannot choose a page format for this option because the actual Destination Application is not selected until after you press the scanner button 3 Choose a Scan Configuration 4...

Page 68: ...r the image on the HTML page 5 Click OK 6 Start scanning using the button you selected for scanning with the HTML format When scanning is finished the document is first converted to editable text usin...

Page 69: ...them If you choose a text format for the file format the images are automatically converted by the OCR process into editable text and numbers before being saved To transfer documents to storage 1 Ope...

Page 70: ...ultiple folders you create multiple configurations each with a different storage location for the scanned documents Scan one set of documents using the scan configuration with the appropriate storage...

Page 71: ...s dialog box opens 5 To help you remember which folder it is give the new configuration a name that indicates the folder name such as Business Receipts 6 Click the Scan Settings Page Settings and Adva...

Page 72: ...lder will now be set as the Storage Location such as Business Receipts 11 Click OK The new configuration is now listed as a Transfer to Storage configuration 12 Repeat the process to create additional...

Page 73: ...the new configurations Scan to multiple storage folders 1 Insert the document you want to scan to storage 2 Press the Function button on the scanner to get to one of the buttons set up for scanning t...

Page 74: ...r s Guide 61 Checking the Hardware and Setting the Lamp Power Saving 1 Right click on the One Touch icon and choose Show Hardware from the pop up menu 2 The Hardware Properties dialog box opens and sh...

Page 75: ...change the time before the scanner powers down from 1 minute to a maximum of 3 hours 5 Click the arrows for the Lamp time out setting and choose a time setting To turn the lamp on and off manually wi...

Page 76: ...may also access this interface However there are some applications that have their own TWAIN interface If you are scanning from a software application and see the interface shown in this section you c...

Page 77: ...application 2 Use the application s command that opens the TWAIN interface PaperPort On the Tool bar click on the Scanner icon to open the Scan Pane on the left side of the PaperPort desktop Select yo...

Page 78: ...d Interface includes all the settings of the Basic Interface plus a wide range of more advanced settings such as color saturation gamma and hue See Scanning from the TWAIN Advanced Interface on page 6...

Page 79: ...lution setting for a scan is in dots per inch dpi The higher the resolution the finer the details However higher dpi settings also take longer to scan and produce larger file sizes If you are scanning...

Page 80: ...in straight Scanning Part of an Image To scan part of an image you draw a box around the part you want The scanner then only scans that portion of the image and places it in the scanning application...

Page 81: ...Simplex Scans one sided documents from the Automatic Document Feeder Click an icon to select a configuration Color Grey Scale or Black White Clicking the sign in front of Custom shows Custom s scan s...

Page 82: ...s Black White is for letters memos pen and ink drawings and other black and white material 5 Click the Preview button If you want to preview a document before scanning from the ADF make sure only one...

Page 83: ...On the left side of the Advanced Interface select a configuration 2 Click a setting in the list of settings or click its corresponding button on the right side of the Advanced Interface NOTE The list...

Page 84: ...ider to the left to decrease the resolution or to the right to increase it You can also click the up and down arrows to increase or decrease the setting Click Reset to return the resolution to its ori...

Page 85: ...Contrast is used in conjunction with Brightness Contrast settings are only available for Color and Grayscale configurations To adjust the brightness and contrast Move the Brightness slider to the left...

Page 86: ...a value the values at which Color Saturation Color Hue Brightness and Contrast affect the image are changed It is recommended that you keep the default Gamma value or adjust this setting before adjust...

Page 87: ...the two areas on the front and back of the page Straighten Select this option to let the scanner automatically determine if a page is skewed then straighten its image The scanner detects page edges a...

Page 88: ...put the pointer on a dotted line then click and drag the mouse 5 If you want to remove the selected area and start over click Remove on the Scan Info box 6 When the settings are what you want click Sc...

Page 89: ...le dialog box opens 3 Type a name for the new profile and click OK The name must be at least two characters long Your new profile is added to the configuration list To change or delete a profile you c...

Page 90: ...images from scanners digital cameras and other digital devices This section shows how to use Microsoft Paint to scan using the WIA interface but you can use other Windows applications as well To scan...

Page 91: ...WIA interface The scanner starts scanning 7 The scanned image will appear in Microsoft Paint or other WIA application you re using NOTE Windows Vista and Windows 7 have advanced options available for...

Page 92: ...nd Contrast Drag the sliders to the right or left to adjust the brightness and contrast of the scanned image Resolution DPI Click the up or down arrow to scroll through the dots per inch dpi of the re...

Page 93: ...Scanning from WIA DocuMate 3640 User s Guide 80...

Page 94: ...ace The QuickScan User s Guide is available on the installation disc that you received with the scanner Accessing the ISIS Interface in QuickScan Open the QuickScan software to access the ISIS driver...

Page 95: ...Scanning from ISIS DocuMate 3640 User s Guide 82...

Page 96: ...and damage the scanner Always place the scanner on a solid support surface that has adequate strength to support the weight of the scanner Wear an anti static strap to prevent electrostatic discharge...

Page 97: ...a warning opens after a few moments 1 Lift the ADF cover release on the top of the scanner body to open the Automatic Document Feeder cover 2 Remove the jammed paper and close the cover To reduce the...

Page 98: ...image it is time to clean the scanner 1 Dampen a soft lint free cloth with some Isopropyl rubbing alcohol 95 2 Lift the ADF cover release on the top of the scanner body to open the Automatic Document...

Page 99: ...DocuMate 3640 User s Guide 86 4 Locate the Free rollers in the underside of the ADF door Wipe the Free rollers from side to side Rotate the rollers downward to clean the entire surface of each roller...

Page 100: ...is If there is any residue on the glass that does not remove with a soft dry cloth try dampening the cloth with Isopropyl rubbing alcohol NOTE If lines are appearing in scans from the ADF but not from...

Page 101: ...wearing thin See the Xerox DocuMate 3640 Parts List on page 99 for ordering information To replace the ADF Pad assembly 1 Lift the ADF cover release on the top of the scanner body to open the Automati...

Page 102: ...d replacing the ADF pad assembly does not resolve paper feed issues it may be time to replace the roller Please note that you cannot accurately determine if the roller has worn out if the roller has n...

Page 103: ...The roller assembly fits in a channel in the ADF cover You can identify the roller assembly by its orange lock flange 3 To remove the roller push the lock flange down to unlock it The roller will now...

Page 104: ...e 91 4 Holding the right hand side of the roller gently pull it down and away from its channel 5 Now angle the left side of the roller assembly out and away from its housing 6 You can discard the roll...

Page 105: ...housing Make sure the small wheel on the left end of the roller seats properly into its housing 2 Angle the roller up and into its channel Make sure the wheel on the left hand side remains seated in i...

Page 106: ...scanner Problem The installation will not complete successfully A likely cause is that some driver programs are already installed on your computer for another scanner They are interfering with the ins...

Page 107: ...eps to replace the pad Problem The paper jams about halfway through the scan How can I keep this from happening Check the flatbed glass to make sure no items are on it when you scan from the ADF Multi...

Page 108: ...is not connected to the computer The LED does not flash E and the status light remains red A cable may be loose Check that the scanner s cables are correctly attached to the computer If the scanner s...

Page 109: ...on The lock is located on the side of the scanner See page 2 for the lock s location If the problem persists reboot your computer 9 Multiple page feed error Multiple pages were fed through the ADF at...

Page 110: ...e programs 5 Follow these same steps to select and remove the One Touch 4 0 software the Kofax VirtualReScan and the One Touch 4 0 ScanSoft OmniPage OCR modules from the installed programs list 6 The...

Page 111: ...0 95 F 10 35 C without condensation Relative humidity 20 80 35 C without condensation Power adaptor DC Jack 3P 100 240Vac 24Vdc 2A 48W Class 1 Two Cores HiTron HEG42 240200 7L ENERGY STAR and RoHS com...

Page 112: ...ng part names and numbers when ordering replacements for your Xerox DocuMate 3640 scanner Part Name Part Number Paper Input Tray 57 0107 000 ADF Pad 57 0109 000 Roller Assembly 57 0114 000 USB Cable 3...

Page 113: ...Maintenance DocuMate 3640 User s Guide 100...

Page 114: ...o meet strict safety requirements These include safety agency evaluation and certification and compliance with electromagnetic regulations and established environmental standards The safety and enviro...

Page 115: ...generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instruction manual may cause harmful interference to radio communications WARNING In order to...

Page 116: ...r relocating equipment Always locate the machine on a solid support surface that has adequate strength to support the weight of the machine Always locate the machine in an area that has adequate venti...

Page 117: ...place objects on the power cable 8 Do not override or disable electrical or mechanical interlock devices 9 Do not push objects into slots or openings on the machine Electrical shock or fire may result...

Page 118: ...m the electrical outlet s Contact an authorized Xerox Service Representative to correct the problem The equipment emits unusual odors or makes unusual noises The power cable is damaged or frayed A wal...

Page 119: ...s The use of cleaners that are not approved may cause poor performance of the equipment and could cause a dangerous condition 4 Use supplies and cleaning materials only as directed in this manual 5 Do...

Page 120: ...7 Product Safety Certification This product is certified by the following Agency using the Safety standards listed Agency Standard Underwriters Laboratories Inc UL60950 1 1st 2003 First Edition USA Ca...

Page 121: ...ives and referenced standards can be obtained from your Visioneer UK Limited representative or by contacting Environment Heath and Safety Visioneer UK Ltd PO Box 3000 Guildford GU1 2ZR England email c...

Page 122: ...ee http www dtsc ca gov hazardouswaste perchlorate European Union RoHS and WEEE Compliance This product is compliant with RoHS Regulations of the European Parliament and Council Directive on the Restr...

Page 123: ...fax multifunction machine personal computers and monitors Reducing product energy consumption helps combat smog acid rain and long term changes to the climate by decreasing the emissions that result...

Page 124: ...l Postal Money Orders Bills Checks or Drafts of money drawn by or upon authorized officers of the United States Stamps and other representatives of value of whatever denomination which have been or ma...

Page 125: ...uthority in Canada or of a court of law 5 Proclamations orders regulations or appointments or notices thereof with intent to falsely cause same to purport to have been printed by the Queen s Printer f...

Page 126: ...g such reproductions Currency notes Bank notes and cheques Bank and government bonds and securities Passports and identification cards Copyright material or trademarks without the consent of the owner...

Page 127: ...tact Information For more information on Environment Health and Safety in relation to this Xerox licensed product and supplies please send your requests to one of the following email addresses USA Can...

Page 128: ...el 41 Contrast 33 72 79 Copy button 31 Create copies of scanned documents 46 Create single image files 42 CSV file format 45 D Delete button 31 Destination application 29 37 38 42 45 56 Burn to CD 53...

Page 129: ...utlook 46 51 Microsoft Paint 46 49 77 Microsoft Word 30 44 45 46 47 52 Mini Guides 17 Minimize Size 43 Moir Patterns 34 71 N New button 31 Normal 43 Normal PDF nPDF 45 Nuance OmniPage Pro 14 Nuance Pa...

Page 130: ...ess Window 46 Simple Text 44 Simplex 60 Simplex button 21 Size 34 Software 6 14 Software help vii 5 63 status light 93 Sti event forwarding 46 Still Image Client 54 Storage and CD R W 46 Storage Optio...

Page 131: ...DocuMate 3640 User s Guide 118 X XLS file format 45...

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